CREATIVE RESOURCES INVESTMENT ADVISORS LLC

Overview

Creative Resources Investment Advisors LLC is an independent, fee-based registered investment adviser that serves primarily individual and family clients. The firm acts as a capital allocator and combines portfolio management with financial planning and insurance distribution. Its advisory services include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting, and the selection of third‑party advisers. As an insurance broker, the firm integrates annuity solutions into client plans alongside more traditional investment vehicles. Investment activity skews toward publicly traded equities as the core implementation method, using both exchange‑traded strategies and separately managed account structures. The firm does not identify as an active ESG investor. It provides both discretionary and non‑discretionary management, and its business footprint includes roles as a sponsor/general partner and managing member of pooled investment vehicles when applicable.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices